How to Migrate Your Data into CosmoLex

Introduction

Data Migration is not a trivial process and requires careful coordination. Every firm is different in regards to the systems they come from and also the data that needs to be migrated.

There are two options available to you when migrating your data: Do-It-Yourself (migrate your own data) or Turn-Key Data Migration.

This article explains how you can use the Do-It-Yourself Option to migrate on your own data.

If you would like to have a more in-depth discussion to better understand your specific needs and setup, or would like to discuss the option to utilize services from us and our certified partners, please feel free to reach out to us. Need more information first? Learn more about our Data Migration Service.

Watch a Video

This 60-Minute training video explains how to complete your own Data Migration. It contains 5 chapters covering the items below. If needed, you can skip to a different chapter by clicking on the menu icon at the bottom right of the video.

The Data Migration Timeline

The Big Picture of Migration: Understanding the different types of data, what gets migrated, and building a timeline for your firm.

Tour of Non-Financial Data (NFD) Import Template

We have well-designed import templates available (linked below) to help with the migration process. This chapter will walk you through the components of the non-financial data template with tips on how to best complete it.

As with the NFD Template mentioned above, we have available templates for your Financial Data import (linked below). This chapter will walk you through the components of the financial data template with tips on how to best complete it.